VSFIX Mutual Fund

VSFIX Mutual Fund (Federated Hermes MDT Small Cap Value Fund Institutional Class) is managed by Federated Hermes with $85.1M in net assets. VSFIX expense ratio is 0.89%, holding 202 positions across sectors including Financials, Industrials, Health Care. Inception date: 2009-03-16.

VSFIX performance shows a YTD return of 17.91%. The 1-year return is 28.03% and the 5-year return is 8.77%. VSFIX dividend yield stands at 3.14%, paid annually.

VSFIX top holdings include American Healthcare REIT Inc (2.6%), Federated Government Obligations Fund (1.9%), Cno Financial Group Inc (1.4%), Cnx Resources Corp (1.4%), Bankunited Inc (1.4%). Go to all VSFIX holdings, VSFIX sectors, or VSFIX dividends.

VSFIX can be compared against other funds. Use VSFIX overlap to find shared positions, or VSFIX vs another fund for a side-by-side view. VSFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.